Invest in Food, Fuels and Forests: Fund Manager

Mike Underhill, CIO with Capital Innovations, says commodity stocks in a diversified portfolio is a way to gain capital appreciation and an inflation hedge. He also discusses the three Fs: food, forests and fuel.

"Commodities have always been an interesting asset class. But playing commodity stocks in a portfolio that's diversified prudently is a way to gain capital appreciation with hard asset ownership as an inflation hedge," Underhill said.

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He likes stocks with exposure to food, fuel and forests. All three resources will be in demand as the global population only continues to grow.

"Right now population is trending towards 9 billion people by 2050, just to feed those people we need to increase our protein consumption by 75 percent," Underhill said.